Marketing & Operations Coordinator – Mandarin & English Speaking

GloryHouse Wealth Management Pty Ltd; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Job summary

GloryHouse Wealth Management Pty Ltd seeks a Marketing & Operations Coordinator who speaks Mandarin and English to support client events and daily business operations in Melbourne. You will coordinate events, manage marketing activities, and help deliver a professional client experience.

The role involves bookkeeping support in Xero, vendor liaison, and maintaining CRM + contact databases while collaborating with advisors and partners in a client-focused environment.

Qualifications

• 2+ years in marketing coordination, events, business operations or similar role.
• Experience within financial or professional services preferred.
• Able to manage multiple priorities and deadlines independently.
• Proficient in Microsoft 365 and CRM systems; experience with Xero is advantageous.

Responsibilities

• Coordinate client and company events end-to-end, including planning, vendor management and post-event follow-up.
• Liaise with venues, suppliers and marketing providers to ensure timely delivery of activities.
• Coordinate distribution of marketing communications and invitations.
• Maintain contact databases, mailing lists and subscriptions in line with privacy rules.
• Provide administrative and operational support to partners and the wider team.

Skills

Marketing coordination

Events coordination

Operations coordination

Client relationships

Microsoft 365

CRM systems

Email marketing

Tools

Xero

Microsoft 365

CRM systems

Email marketing platforms

Job description

Marketing & Operations Coordinator – Mandarin & English Speaking

GloryHouse Wealth Management Pty Ltd – Melbourne VIC

GloryHouse Wealth Management is an independent multi-family office dedicated to helping high-net-worth families preserve, grow and pass on their wealth across generations.

Backed by over 20 years of industry experience, we provide tailored wealth management solutions, combining global investment opportunities across traditional and alternative asset classes with a holistic approach to family wealth planning.

With offices in Melbourne and Sydney, we are a growing team committed to building trusted, long-term client relationships through professionalism, integrity and personalised service.

About GloryHouse Wealth Management

GloryHouse Wealth Management is an independent multi-family office dedicated to helping high-net-worth families preserve, grow and pass on their wealth across generations.

Backed by over 20 years of industry experience, we provide tailored wealth management solutions, combining global investment opportunities across traditional and alternative asset classes with a holistic approach to family wealth planning.

With offices in Melbourne and Sydney, we are a growing team committed to building trusted, long-term client relationships through professionalism, integrity and personalised service.

The Role

We are looking for a Marketing & Operations Coordinator to join our growing team.

This is a hands-on, varied role supporting the smooth running of our business, from coordinating client events and marketing activities to managing day-to-day business operations.

Working closely with our partners, advisors and external service providers, you will help deliver a professional and seamless experience for our clients and business partners.

This role is ideal for someone who is highly organised, proactive and enjoys taking ownership of a variety of responsibilities in a professional, client-focused environment.

Key Responsibilities

1. Marketing & Events Coordination

• Coordinate client and company events end-to-end, including planning, vendor management, invitations, RSVPs, event logistics and post-event follow-up.
• Liaise with business partners, venues, suppliers and external marketing providers to ensure smooth and timely delivery of events and marketing activities.
• Coordinate the distribution of approved marketing communications, including periodic Market Outlook updates, client invitations and email campaigns.
• Maintain accurate contact databases, mailing lists and subscription records in accordance with privacy and spam requirements.
• Support marketing initiatives, partner engagement activities and other communications as required.

2. Business & Office Operations

• Manage day-to-day bookkeeping in Xero, including transaction coding, expense claims and invoice processing.
• Prepare supplier bills and payments for partner review and approval.
• Track business revenue, referral fees and partner rebates, reconciling payments received against agreements and statements.
• Coordinate the administration and documentation of referral arrangements with business partners, subject to partner approval.
• Support general office operations, including office supplies, facilities, vendor relationships and day-to-day office upkeep.
• Provide administrative and operational support to partners and the wider team as required.

About You

• 2+ years' experience in marketing coordination, events, business operations or a similar role, ideally within financial or professional services.
• Highly organised and detail-oriented, with the ability to manage multiple priorities and deadlines independently.
• A confident communicator who can build effective working relationships with clients, business partners, suppliers and colleagues.
• Comfortable working with financial records, invoices and reconciliations, with experience in Xero or similar accounting software highly regarded.
• Proficient in Microsoft 365, with experience in email marketing platforms and CRM systems considered an advantage.
• A proactive, reliable and hands-on team player who enjoys working across different areas of a business.
• Professional and discreet when handling confidential client and business information.
• An interest in financial services and wealth management, with a willingness to learn and grow in the industry.

Why Join GloryHouse

• Work closely with experienced wealth management professionals and gain exposure to a sophisticated multi-family office environment.
• Be involved in a variety of marketing initiatives, client events and business operations.
• Build relationships with leading investment managers, business partners and external providers.
• Join a collaborative and growing team where your contributions make a tangible difference.
• Enjoy the opportunity to take ownership of your work and develop broader business coordination and operational skills.

This is an opportunity for someone who enjoys variety, takes pride in getting things done and wants to play a meaningful role in supporting a growing wealth management business.